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Overview
◈Dashboard
📅Planner—
SARS
⚡Correspondence—
⏱Response Tracker
✦Tax Compliance—
Clients
＋New ClientAI
◎Client Register
✓Tasks—
◷Reminders—
Practice
◻Secretarial
◈KNA — Billing—
System
⚙Settings
PA
Partner A
OWNER
Dashboard
ARIA active · Not yet fetched
Middelburg —
Hendrina —
Good morning
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New SARS Items
—
Tap to view all →
Follow-up Overdue
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Active Clients
—
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Deadlines This Week
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👥 Clerk Workload
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🔴 Needs Action Now
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⏰ Deadlines This Week
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📋 Today's ActivityLIVE
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SARS Correspondence
Both profiles · Not yet fetched
Unread
—
Tap to filter →
Needs Follow-up
—
Tap to open →
Resolved · Month
—
Tap to filter →
All Correspondence
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SARS Response Tracker
Business days · SA holidays excluded · Auto follow-up drafts
⏱ Active Response Windows
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🇿🇦 SA Public Holidays 2025
21 MAR
Human Rights Day
18 APR
Good Friday
21 APR
Family Day
27 APR ●
Freedom Day
01 MAY
Workers' Day
16 JUN
Youth Day
09 AUG
Women's Day
24 SEP
Heritage Day
● Deadlines auto-exclude weekends and public holidays.
Client Onboarding
AI-assisted · Document extraction · Auto profile creation
1
Client Details
Entity & contact
2
Document Request
Auto-drafted email
Client Information
✦ AI Extract Client Details
Drop documents to extract reg no, tax no, address, directors & more
📎 Drop registration docs, ID documents, bank letters here (optional)
Services We Will Render
Document Request Email
Auto-drafted — review before sending
To:client@email.co.za
From:
Re:New Client Registration — Required Documents
Dear Client,

Thank you for choosing ' + firmName() + '. To complete your registration please supply:
    Kind regards,
    Partner A
    ABC Auditors
    Client Register
    Active Clients
    — TOTAL
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    Page 1
    Client Reminders
    Deadlines · Birthdays · Auto-reminders
    ⚡ VAT & PAYE SARS DeadlinesPAYE 7th monthly · VAT end of period
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    📅 Client Deadline Calendar
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    🎂 Business BirthdaysRegistration anniversaries
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    Tasks
    Assigned by partners · Completed by clerks · ARIA-assisted
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    Work Planner
    Calendar · Tasks · Invoices · Financial statements
    ✦
    ARIA Planning Insight
    Loading smart analysis...
    Loading planner...
    Settings
    SARS eFiling Profiles
    Partner A
    eFiling: —
    CONNECTED
    Partner B
    eFiling: —
    CONNECTED
    SARS Download Folder
    ARIA watches this folder for downloaded SARS documents and imports them automatically.
    Checking...
    Integrations
    📧
    Outlook / Microsoft 365
    Email drafting & sending
    ACTIVE
    📊
    Google Sheets
    Client data export
    ACTIVE
    🏢
    SmartPractice
    Practice management
    CONFIGURE
    💼
    Sage
    Accounting system
    CONFIGURE
    Gmail / Email Configuration
    Used for all "Send Email" actions in the system. Requires a Gmail App Password (not your regular password).
    Partner A
    Gmail Address
    App Password (16 chars, no spaces)
    Partner B
    Primary Gmail Address
    App Password (16 chars, no spaces)
    Secondary Gmail Address (optional)
    App Password
    💼 Accounts / Sage Email
    RESTRICTED ACCESS
    Used for KNA billing, invoices, and Sage submissions. Clerks do not have access to this email address.
    Gmail Address
    App Password
    Used by:
    📄 KNA — Invoice emails
    💼 Sage submissions
    🔒 Partners only
    Google Integration
    Connects to Google Sheets (client register) and Google Drive (client document folders) using a Service Account. Create a Service Account →
    Service Account
    Paste your Service Account JSON key below
    Destinations
    Google Sheet ID
    From your sheet URL: /spreadsheets/d/ID/edit
    Google Drive Parent Folder ID
    From your Drive folder URL: /folders/ID
    Firm Details
    Firm Name
    Trading Name (if different)
    Registration Number
    VAT Registration Number
    Phone Number
    Email Address
    Partner A Full Name
    Partner B Full Name
    Middelburg Branch — Physical Address
    Hendrina Branch — Physical Address
    Partner Login Credentials
    Usernames and passwords for partner accounts. Password changes take effect immediately.
    Partner A
    Username
    New Password
    Confirm Password
    Partner B
    Username
    New Password
    Confirm Password
    Staff & Access Restrictions
    Control which modules each clerk can access. Toggle off to restrict.
    Loading staff...
    Tax Compliance Monitor
    Manual fetch · SARS eFiling · Not yet fetched
    Non-Compliant
    —
    Tap to filter →
    Compliant
    —
    Tap to filter →
    Last Fetched
    —
    Manual import
    🔍 Compliance Status — All Clients
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    Secretarial
    CIPC · Business Birthdays · VAT/PAYE Reminders
    🏢 CIPC
    Company actions
    🎂 Birthdays
    Business anniversaries
    📅 Payment Reminders
    VAT & PAYE due dates
    Select a CIPC Action
    Prepare Submission Bundle
    Scan documents & download a ready-to-submit ZIP — no email sent
    KNA — Billing & Debtors
    Invoicing · Sage integration · Debtor management
    📄 Invoices
    Draft & submit to Sage
    💰 Debtors
    Outstanding accounts
    Invoices
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    Client Profile
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    ARIA
    ARIA
    Hello! I'm ARIA, your accounting intelligence agent.

    I have live access to all client data, SARS correspondence, and deadlines. Ask me anything about the firm.
    Who needs urgent action today?
    What are my tasks?
    Which clients have VAT deadlines?
    Draft follow-up for Themba Nkosi
    🔑 Change Password
    🔑 Password Reset
    Temporary password for :
    Share this with . They should log in and immediately change it using the 🔑 Password button in the top bar.
    Delete Document
    Are you sure you want to delete:
    This will permanently remove the file from the document register, the server, and Google Drive (if connected). This cannot be undone.
    ✦ AI Follow-up Draft
    Themba Nkosi · IT12 Query — 21 business days exceeded
    ARIA Draft — ready to review & send
    To:correspondence@sars.gov.za
    From:
    Re:Follow-Up: IT12 Query · Themba Nkosi · Ref: SARS/ITQ/2025/00889
    Dear SARS,

    We refer to the income tax query submitted on behalf of our client Mr Themba Nkosi on 20 March 2025, reference SARS/ITQ/2025/00889.

    The prescribed 21 business day response window has elapsed. We respectfully request feedback on the status of this query at your earliest convenience.

    Kind regards,
    Partner B
    ABC Auditors
    Interactions —
    Log New Interaction
    History
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    Reminder — Email Draft
    Review before sending
    To:
    From:
    Re:
    Edit Client
    Add Asset
    Import SARS Documents
    1
    Log in to SARS eFiling
    Open eFiling, log in, and download the relevant correspondence to your SARS folder.
    2
    Import documents into ARIA
    ARIA will check your SARS folder (~/Downloads/SARS) and place documents in the correct client records.
    ⚡
    Fetch SARS Documents
    Would you like to fetch the latest SARS correspondence now? This opens eFiling so you can download documents for import.
    Download Case History
    Assign Follow-up Task
    ✦
    Drafting Letter...
    AI is writing a response based on the document — placing on KNA letterhead
    Assign New Task
    Edit Due Date
    Reassign Task
    Mark Task Complete
    SARS Letter
    Log SARS Case Number
    Phone call or interaction reference
    New Invoice Draft
    Work Items (hours auto-linked per item)
    Total Hours 0h
    Total Amount R 0.00
    Client Access
    Toggle off to restrict this clerk from seeing that client. Changes save instantly.
    ⌕
    Add Clerk
    Submitting to Sage
    Preparing…
    Invoice
    Email Invoice to Client
    INVOICE
    —
    —
    —
    📎 Send the invoice link to the client — they can view & download it from the link in the email.
    Client Statement
    Statement Preview
    Clerk Workload
    Confirm & Assign
    Upload Documents
    Client document
    📁
    Drop documents here or click to browse
    PDF, JPG, PNG, DOCX · Up to 10 files at once · Renamed automatically
    New Entity for Existing Client
    Documents already uploaded for this client are matched and removed from the request.
    Existing Client *
    New Entity Type *
    New Entity Name *
    Email for this entity
    Assigned Partner
    Document checklist — matched against uploaded files
    Add Task to Planner
    Title *
    Client
    Assign To
    Due Date *
    Priority
    Notes
    ✦ Import Clients from Documents
    Upload up to 5 Company Register PDFs at once — ARIA reads each one in parallel and creates all client records
    📂
    Drop up to 5 Company Register PDFs here
    One PDF per client — PDF, JPG, PNG accepted
    All files processed simultaneously — directors, shareholders, share certificates extracted automatically
    ✅Done
    🔒 Confidential Vault
    🔐
    This vault contains confidential client credentials.
    Enter your ARIA login password to unlock access.
    Change Document Type
    Select the correct document type: